Senior Investment Architect & Portfolio Strategy Leader

Zohorecruit

Granger (IN)

On-site

USD 150,000 - 230,000

Full time

6 days ago

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Job summary

Zohorecruit in Granger, United States seeks a Senior Investment Specialist to join the executive team as Vice President – Portfolio Manager. In this dual-function role, you will oversee discretionary investment portfolios for high-net-worth clients and strategic asset-management initiatives with fiduciary integrity.

You will lead portfolio structuring, client education, and collaboration with Wealth Advisors.

Qualifications

Bachelor’s degree in Finance, Economics, Business Administration, or equivalent practical experience.
8+ years of direct experience in investment management or wealth advisory.
Strong fiduciary knowledge and regulatory compliance.
Excellent communication and client-facing skills.
Proficiency with portfolio analytics tools.

Responsibilities

Portfolio Management & Strategy: Formulate, execute, and monitor customized investment strategies for high-net-worth clients and trust accounts.
Fiduciary Guidance & Client Relationship Leadership: Lead investment discussions and provide ongoing performance reviews with Wealth Advisors and Trust Officers.
Research & Policy Compliance: Conduct macroeconomic, equity, and fixed-income research; ensure adherence to fiduciary standards and regulations.
Business Development & Relationship Expansion: Support client presentations, proposals, and referral efforts to grow regional AUM.